The nature of involvement of financial professionals in M&A activity is generally sporadic and, in most cases, requires them to ‘reinvent the wheel’ when it comes to planning and implementation. The objective of this webinar is to short-cut the planning, preparation, execution, and reporting processes by providing aids that expedite the execution of those transactions. The webinar consists of logically organized forms, schedules, and report outlines designed for that purpose. Practice aids for both the buy- and the sell-side of acquisitions, as well as strategic alliances, are covered. The practice aids are presented in a manner that reflects the logical progression of each of the transaction types. Context is provided to show the linkage between the steps in the transactions and the critical role that the forms, schedules, and report outlines play in transaction execution. Accountants in industry will benefit from an understanding of how these tools can maximize the effectiveness and efficiency of their firm's transactions. Accountants in public practice will learn how to assist clients involved in M&A transactions, as well as how they can apply theses aids to their own practices.
Instructor: William J. Gole, CPA, MBA
Instructor assignments are fluid and subject to change.
Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844.245.5970 for more information or other options.
NASBA Field of Study
Specialized Knowledge 2 hours
NASBA National Registry of CPE SponsorsYes
NASBA Publication Revision Date
NY Credits :
TX Credits :
By the end of this webinar you should be able to: efficiently prepare for and execute M&A and strategic alliance transactions; reduce the use of internal resources in the transaction planning and execution phases by employing high quality, pre-existing practice aids; ensure that the transaction execution is focused on the most important areas of risk and opportunity; recognize the role that accounting professionals play in ensuring successful transactions.
PrerequisitesKnowledge of the acquisition process
Advanced Preparation None
Minimum supported systems require:
A laptop or desktop computer running Microsoft Windows 10 or later
(64-bit with at least 8GB of RAM recommended)
The latest available version* of one of the following Internet browsers: Mozilla Firefox, Google Chrome, or Microsoft Edge
A minimum screen resolution of 1024 x 768 pixels
High-speed Internet connection
The latest available version* of Adobe Reader or other application capable of natively opening PDF documents
Use of a cell phone is not recommended or supported.
Devices other than Windows-based desktops, and laptops may work but are not supported (tablet users may not hear the participation alert for online webinar events).
Apple Mac OS/X is not supported; however, OS/X systems capable of running the latest version of one of the listed browsers should work.
*“Latest available version” includes versions released within the past six-months
Others who completed this course also completed these courses